Vodafonewatch Analyst Briefing: far-flung fibre deals
Latest from Vodafone as it secures antitrust commission support for a fibre move in South Africa and cements an Australian fibre sale; Portugal CEO vents M&A frustration; group lends support to AI RAN Alliance as open RAN overhaul continues; build up to Q1 earnings…
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- Themes: Artificial intelligence (AI); Direct-to-device (D2D); Fibre infrastructure; Franchise regulation; Innovation zone; Merger and acquisition (M&A); Network consolidation; Open RAN; Philanthropy; Satellite connectivity; Subsea infrastructure; Urban renewal.
- Events: AI RAN Alliance membership; Antitrust commission reversal; Fibreco deal approval; Green Innovation Hub launch; Heraklion subsea partnership; Portuguese regulatory criticism; Q1 earnings build-up; Satellite messaging milestone; Spring 6 mega tender; TPG–Vocus transaction.
- People: Gareth Thomas; Luís Lopes; Marc Murtra; Wim Vanhelleputte.
- Geographic: Africa; Amsterdam; Australia; Crete; Ethiopia; Europe; Heraklion; Netherlands; New Zealand; Portugal; South Africa; United Kingdom.
- Organisations: AI RAN Alliance; ANACOM; AST SpaceMobile; Digital Realty; MEO; NOS; One New Zealand; Safaricom Ethiopia; TelcoTitans; Telefónica; TPG Telecom; Vocus; Vodafone; Vodafone Business; Vodafone Greece; Vodafone Portugal; VodafoneZiggo; Vodacom.
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